Original filing (PDF)20250730153945NAL0010813938001

LIJIN J PHILIP CPA PC

Name: LIJIN J PHILIP CPA PC — LIJIN J. PHILIP CPA 401(K) PLAN, Form 5500 (2024)
Creator: LIJIN J PHILIP CPA PC

Form 5500-SF

FILING_RECEIVED

LIJIN J. PHILIP CPA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIJIN J PHILIP CPA PC.

Plan sponsor

Name

LIJIN J PHILIP CPA PC

EIN

87-2196093all filings

Address

5700 TENNYSON PKWY · SUITE 300 · PLANO, TX · 75024

Phone

(682) 408-1652

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

AFFINITY CPAS FAIRFIELD LLC

AFFINITY CPAS FAIRFIELD LLC 401K PLAN

$16K · 11 participants

COASTAL ACCOUNTING & TAX ADVISORS, CPA'S, PA

COASTAL ACCOUNTING & TAX ADVISORS, CPA'S, PA 401(K) PLAN

$16K · 2 participants

BETTE HOCHBERGER CPA CGMA & ASSOCIATES PLLC

BETTE HOCHBERGER CPA CGMA & ASSOCIATES PLLC 401(K) PLAN

$16K · 7 participants

JULIA D. RYABOY, CPA, PC

JULIA D. RYABOY, CPA, PC 401(K) PROFIT SHARING PLAN

$16K · 3 participants

K. ROHRS, CPA, P.C.

K. ROHRS, CPA 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.